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Sep 16, 2021

Stay ahead of industry changes with SS&C EVOLV

The only constant is change, and those that are prepared for it are the ones that will be successful. In finance, that change may take the form of regulatory, accounting, technology or security requirements. As part of our ongoing effort to help our clients evolve to meet these inevitable changes, our product strategy has been centered around investing in the enhancements that will ensure our clients stay a step ahead.

Sep 15, 2021

Private markets grow and thrive amid industry trends

Data collected since the 2008 financial crisis continues to support the long growth trajectory of the underlying strategies and assets of credit, real assets and private equity. Following the trends, we know now the strength and resilience of these assets leading to what we now call private markets. Private markets fill investors’ need for diversification, yield and maximized returns.

Sep 14, 2021

An advisor’s view: Choosing a series trust over a stand-alone trust

We recently sat down with Jeff Hakala, CPA, CFA, Chief Executive Officer and Co-Chief Investment Officer at Clarkston Capital, and David W. Rumph, CPA, Director of Institutional Operations, Marketing & Strategy for Clarkston Capital to discuss their experiences selecting a series trust partner. Clarkston Capital Partners, LLC was looking for an efficient—and comprehensive—solution.

Sep 13, 2021

The stapling shake-up and what it means for super funds

From November 1, 2021, Your Future, Your Super will see new reforms introduced to empower superannuation fund members, prevent the creation of multiple super accounts, and hold funds accountable for underperformance. With the introduction of one of these reforms—called stapling—the Treasury estimates that, over a 10-year period, it will save Australians more than $10 billion in excess fees. 

Sep 8, 2021

Leveling up distribution in a post-COVID world

As life worldwide gradually transitions to a new post-pandemic norm, asset management firms are at a crossroads. Do they continue the digital evolution that helped them survive and thrive over the past year—or shift back to a strategy that deems in-person meetings to be an “essential” step toward a sale?

Aug 30, 2021

SS&C recognized by Systems in the City 2021 Fintech Awards

SS&C Technologies was recently recognized for excellence in intelligent automation and investment management technology among more than 200 technology and service providers at the Systems in the City 2021 Fintech Awards. Started in 2000, the annual Systems in the City Fintech Awards recognize the leading service and system suppliers to the regulated financial community. Entry to be considered for the awards is free, and any system or service supplier in the financial technology sector can enter for consideration. Of the more than 200 submissions, 27 were selected for awards.

Aug 27, 2021

Clients share their experiences with investment operations managed services

Many asset managers are revisiting the option to have third-party experts manage some or all of their investment operations through outsourced or co-sourced managed services; the market is expected to grow by 7% annually through 2024.

Aug 26, 2021

RAPS is retiring – are you prepared for the change?

CMS announced this year that Risk Adjustment Factor (RAF) will be entirely calculated through the Encounter Data Processing System (EDPS). This announcement comes ten years after CMS announced its intention to calculate 100% of risk adjustment payments using encounter data and more than six years past the originally planned implementation date. Beginning in 2022, CMS will cease using a blend of encounter and Risk Adjustment Processing System (RAPS) data and move to base 100% of the Risk Adjustment Factor on diagnoses from Medicare Advantage (MA) encounter data and fee-for-service claims. The long runway should lessen the industry impact, but the effects will be largely dependent on how organizations have prepared for the change.

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